Business

Retire With Purpose – The Retirement Podcast

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life.

Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today’s foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.

Latest Episodes:

026: Weekend Reading - New 401(K) Legislation Could Bring Big Changes For Retirement Savers Jan 04, 2019

Show notes

This week, Casey Weade discusses an article from Forbes, titled "New 401(K) Legislation Could Bring Big Changes For Retirement Savers" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/26

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Disclosure:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

025: Retirement Planning for the Unwealthy and the Power (and Danger) of Data with Dirk Cotton Dec 24, 2018

Show notes

Dirk Cotton was a senior executive at a Fortune 500 company. However, after retiring in 2005, he's found himself busier than ever. He loves to do research, specifically retirement research, and publishes often on his blog, The Retirement Café. He's also a Thought Leader at APViewpoint, Advisor Perspectives' online community of investment advisors and financial planners, and provides retirement coaching services in exchange for pizza, craft beer, and charitable donations, among other gifts.

As Dirk sees it, a lot of the best financial advice is only available to people who have lots of money - and that's why the Retirement Café focuses on retirement planning for the unwealthy - or those with less than $100,000 in savings.

Dirk came highly recommended by Wade Pfau, and his work has proven highly valuable for his readers and his clients alike. Today, Dirk joins the podcast to talk about how his second act as a retirement coach and researcher began, the dangers in trying to predict the future, and the many factors that people often don't understand or think about as they prepare to retire.

Get Today's Show Notes!

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/25

Disclosure:

024: Weekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts Dec 21, 2018

Show notes

This week, Casey Weade discusses an article from Kitces, titled "End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts." Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/24

Disclosure:

023: How To Plan Your Second-Act Career with Nancy Collamer Dec 10, 2018

Show notes

Nancy Collamer is a coach, consultant, author, speaker and author. She writes about the changing nature of work and retirement for PBS' NextAvenue.org, contributes to Forbes.com, and is the author of Second-Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement.

There are now more opportunities than ever for people who are leaving full-time jobs but are not wanting to fully exit the workforce. Nancy, who herself is in her second-act career after working full-time in human resources, has conducted hundreds of interviews with not-quite-retirees, and compiled a hugely valuable career guide for anyone looking to take on fulfilling, profitable, and flexible work during what she calls the "encore stage" of their careers.

Today, Nancy joins the podcast to talk about the changing trends in retirement, why we're now seeing more entrepreneurs than ever over the age of 65, the common threads among the working retirees she's met, and the tools she uses to help them find fulfillment at any age.

Get Today's Show Notes!

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/23

Disclosure:

022: Weekend Reading: Young Savers Can't Assume Roths Are Right for Them Dec 07, 2018

Show notes

This week, Casey Weade discusses an article from Kiplinger, titled "Young Savers Can't Assume Roths Are Right for Them" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/22

Disclosure:

021: Weekend Reading - 5 Tax Strategies for Small-Business Owners Nov 30, 2018

Show notes

This week, Casey Weade discusses an article that he wrote for Kiplinger, titled "5 Tax Strategies for Small-Business Owners" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/21

Disclosure:

020: Financial Independence vs. Financial Freedom with Garrett Gunderson Nov 26, 2018

Show notes

Garrett Gunderson is the founder and Chief Wealth Architect of Wealth Factory, as well as the New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and 5 Day Weekend: Freedom to Make Your Life and Work Rich with Purpose.

Garrett is extraordinary in how he lives his life, fulfills his purpose, and especially how he helps others. He has set out to help over 1 million people achieve real financial independence over the course of his lifetime. He knows that it's not just a question of hard work that separates rich from poor - it's a matter of methodology and philosophy - as well as the fact that affluent people often get much better financial advice than everyone else.

Today, Garrett joins the podcast to share his story, talk about what retirement really is (including why it can be so wonderful for some and miserable for others), and how to stop doing the things you hate.

Get Today's Show Notes!

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/20

Disclosure:

019: Weekend Reading -- The No. 1 IRA Mistake Nov 23, 2018

Show notes

This week, Casey Weade discusses an article from Financial Planning magazine, titled "The No. 1 IRA Mistake." Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/19

Disclosure:

018: Weekend Reading - Kitces: Are Retiree Health Care Costs Overblown? Nov 16, 2018

Show notes

This week, Casey Weade discusses an article from Financial Planning, titled "Kitces: Are Retiree Health Care Costs Overblown?" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/18

Disclosure:

017: Why Smart Women Finish Rich with David Bach Nov 12, 2018

Show notes

David Bach's goal in life is to inspire a million women to be smarter with money. He's the co-founder of AE Wealth Management, which oversees over $4 billion in assets, as well as the author of Smart Women Finish Rich, a word of mouth phenomenon that has sold over 1 million copies and is now entering its 63rd printing.

Unlike many financial books, it's a nice, neat package that's easy to understand - and one that I keep around for women and couples who are looking to learn how to create a secure retirement. It's also a vital resource, as $39.6 trillion of the world's wealth is now controlled by women, and that number is estimated to rise to $72 trillion as soon as 2020.

David is a very special guest and a great friend. I'm excited to have him on the podcast to talk about the recently updated edition of his book, the life lessons he learned from his self-made millionaire grandmother, and the unique challenges facing women in retirement. For both women facing retirement and the financial planners who might want to work with them, it's a must listen.

Get Today's Show Notes!

To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit Howardbailey.com/17

Disclosure:

Our TOPPODCAST Picks

Follow Us

Stay Connected

Retire With Purpose – The Retirement Podcast

Related Podcasts

Links

Stay Connected